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Home > Institutional Investor > Legacy Solutions, Llc > Profile

Instuitional Investor - Legacy Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Solutions, Llc
Portfolio Value $91,773,275
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 212,316 $14,637,085 15.94%
2.
Ishares Trust
 IEF 50,324 $7,012,716 7.64%
3.
Spdr Index Shs Fds
 201,942 $6,892,297 7.51%
4.
Ishares Trust
 IEF 69,735 $6,456,783 7.03%
5.
Vaneck Etf Trust
 65,762 $6,097,785 6.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)